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Allen Investment Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Allen Investment Management’s Portfolio IYC Stock Details IYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$633K Hold
6,263
– – 0.01% 176
2026
Q1 		$607K Hold
6,263
– – 0.01% 177
2025
Q4 		$646K Buy
+6,263
New +$644K 0.01% 170

Other funds holding IYC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Allen Investment Management's IYC Position: Q2 2026 in Review

Allen Investment Management held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 6,263 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #176.

Allen Investment Management first reported a position in IYC in Q4 2025 and has held it in 3 quarters since. The position peaked at $646K in Q4 2025. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

  • Allen Investment Management held 6,263 shares of iShares US Consumer Discretionary ETF worth $633K as of Q2 2026.
  • Allen Investment Management left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
  • iShares US Consumer Discretionary ETF made up 0.01% of Allen Investment Management's portfolio in Q2 2026, its #176 holding.
  • Allen Investment Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2025 and has held it in 3 quarters since.
  • Allen Investment Management's iShares US Consumer Discretionary ETF position peaked at $646K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.